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Top Specialized Finance Consultants

Explore 52 Specialized Finance Consultants that leverage Axial’s platform to connect with investors on behalf of their clients.

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Showing 1-20 of 52 Consultants

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American Commercial Capital

1 Total Closed Deal
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American Commercial Capital , LLC is a Consultant firm that helps connect Business owners with capital sources . American Commercial Capital also is direct to many funds providing asset based and commercial real estate backed transactions .

Recent Transactions

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  • Jun 2017 Advised All Wood Flooring on an investment from Business Finance Advance

Dewey Vaughn & Associates

1 Total Closed Deal
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If your business issues are keeping you up at night, then we have a solution.As a consultancy group we provide experience which can solve your business issues. As consultants to your organization we will help you with strategic thinking, problem solving, supply chain navigation, complexity issues, technology or project feasibilities, financial, Government Policy & Regulation, Innovation, and Globalization.If you’re having informational overload and feeling uncertainty, contact us today.​Dewey Vaughn and associates provides part-time financial services to companies on an ongoing basis as…

Recent Transactions

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  • Jun 2018 Advised Viri Distribution Fund No 1 LLC - Purchasing 40% Net Profits from Robur LLC on an investment from Viri Capital Management LLC

Dragonfly Capital Solutions

1 Total Closed Deal
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Dragonfly Capital Solutions (DCS) represents borrowers that need to obtain financing solutions (access to Capital) for a variety of business needs, to include financing to purchase commercial real estate, purchase equipment or even purchase a business. ​No matter where you're at in the life cycle of your business, DCS can arrange for financing to include:Refinances Working CapitalPartner Buy-OutsInventory Loans​Equipment Loans​Business AcquisitionBusiness ExpansionFranchise LendingStart-up BusinessesCommercial Real EstateCommercial Real Estate Expansion LoansProfessionals ​(Doctors,…

Recent Transactions

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  • Oct 2017 Advised Roaming Gnome Pub & Eatery & Dickey's Barbeque Pit in its sale to Terry Green

TYR Partners

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Building, operating and improving the world's most effective financing programs.Tyr Partners helps companies who want to make financing more efficient for their customers, suppliers and partners. For companies who want to increase sales and customer engagement, but do not yet have a customer financing program, Tyr can build, and run, a world-class captive. For companies with existing captives, Tyr can bring in outside structured/asset equity to take over funding of their captive. Tyr also provides comprehensive advisory solutions to help companies improve and optimize inefficient existing…

Recent Transactions

This member has no reported closed transactions.

Bender-Carey Group

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Bender-Carey Group, Inc. is a specialized authority in the business advisory arena, that offers businesses of all size and types:A. Bender-Carey Group, Inc.: Provides an off-location service for a CFO/COO to oversee the daily operations of a business, priced hourly, monthly, and yearly. Assists business owners in writing business plans, strategic plans of action, and understanding their target market.B. Bender-Carey Marketing: Provides web hosting and digital marketing services, including SEO, web design, web development, graphic design, brand awareness, and email marketing.C. Bender-Carey…

Recent Transactions

This member has no reported closed transactions.

Aiello Investments

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5017188 Ontario Inc. Investment Banking • Business Loans • Mortgages • Strategic AdvisoryWelcome to Aiello InvestmentsAiello Investments stands at the intersection of strategy, capital, and global opportunity. As a Canadian corporation with international reach, we specialize in helping businesses secure the financial resources, strategic insight, and operational clarity required to thrive in an increasingly competitive world. Our mandate is simple: equip organizations with the capital and counsel they need to grow, transform, and succeed. At the Forefront of Strategic FinanceIn…

Recent Transactions

This member has no reported closed transactions.

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Mason Potter

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I have been living in the Tampa Bay area since 1985 where I began my career in commercial banking. After serving as a management and operational consultant to start-up businesses during the 1990’s, I settled into ownership and executive management of an area business for 10+ years. Returning to my professional roots in finance as an advisor, I have been helping clients with business succession, strategic exits, mergers and acquisitions since 2011. Working with a North American network of private equity and strategic buyers, I am able to assist business owners in creating value, growth and…

Recent Transactions

This member has no reported closed transactions.

Global.Designer.Developer

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DESIGN. ENGINEERING. ARCHITECTURE . CONSTRUCTION . INTERIORS EXTERIORS . MANAGEMENT . OPERATIONS . DISPOSITIONS ...

Recent Transactions

This member has no reported closed transactions.

Paradigm-Energy LLC

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Provider of Environmentally Progressive Corporate and Project Development Services including Financing, Strategic Partner / M&A Development, Supply and Off-Take Contracts, Due Diligence, Third Party Performance Guarantees, Purchase Order and Contract Financing & Commercial Real Estate.

Recent Transactions

This member has no reported closed transactions.

Ann Deck Solutions, LLC

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We listen. We connect. We deliver. You win.At Ann Deck Solutions, we love to dive into your business or organization to understand what your challenges are so we can address them head on. We’ve built strong relationships with a vast network of services, technologies and top notch organizations in order to be your innovation agent to connect the dots and tackle complex enterprise challenges. Our solutions might seem unorthodox at first, but that’s what makes them successful. We often bring ideas to the table that have never been explored. Our objective is for you to succeed beyond your…

Recent Transactions

This member has no reported closed transactions.

Kaldes Financial, LLC

3 Total Closed Deals
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Our Mission:We help borrowers and bank workout officers get to sleep at night. Using our proprietary database of nationwide specialty lenders, Kaldes Financial has been helping companies break free of troubled banking relationships by sourcing targeted debt financing, nationwide. Our mission is to provide best-in-class service for borrowers, lenders and service providers by finding the most suitable deal structure for each needed financing in as expedient a manner as possible.Responsive:At Kaldes Financial, our goal is simple: To get your company the most ideal financing available in the…

Recent Transactions

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  • Jan 2021 Assisted Accu-Trac in securing debt financing from Confidential
  • Dec 2017 Advised Central Freight Lines on an investment from Confidential
  • Jun 2014 Advised NJoy on an investment from Various Lenders

Barrington Capital

1 Total Closed Deal
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Barrington Capital is a business financing advisory firm focusing on debt and equity solutions in various industries. We advise and connect early-stage companies (small to lower mid-market sector) experiencing significant growth and seeking investment (debt or equity) to private and institutional investors/lenders. We also offer debt recapitalization strategies for business burdened with high interest and predatory loans. We have helped secure $400MM for over 1800 businesses since inception.Areas of Specialization: CRE, Crypto, SAAS, and Cannabis.

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  • Jun 2014 Assisted The Design Club in securing debt financing from WG Financial

Pathfinder USA

1 Total Closed Deal
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A Full Service Business Consulting Firm specializing in succession and retirement planning, dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers: Tax planning, Business Brokerage, Capital Raising, Acquisition Analysis, ESOP Trust and Legal management, Business and Asset Valuations and Risk Management.Given the complexities of the financial and business market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals. We…

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  • Apr 2024 Assisted Confidential Company in securing debt financing from Confidential Company

United Sales Resources

1 Total Closed Deal
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United Sales Resources (USR) is a sales leadership coaching and advisory services firm. We support small, medium, and large companies in their efforts to win new businessOur team of experts works one-on-one with clients to bring practical, sustainable solutions to their business. We help our clients to diagnose the issues that are hampering sales growth, and we help them identify opportunities for growth that previously have gone untapped. Our goal is simple -- to see our clients get the results they want and the sales they want.Our clients have the option of working with a dedicated Coaching…

Recent Transactions

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  • Oct 2014 Advised N/A on an investment from N/A

Glick Financial Solutions

1 Total Closed Deal
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Glick Financial Solutions is an advisory firm working with small and middle market businesses trying to grow, turnaround, acquire a company or asset or sell a company or asset. Since 1986, we have provided hands on operational advice to help our clients reach their operational goals. We also arrange and raise all of the capital required by our clients to reach their goals. We commonly source, structure and negotiate senior lines of credit, subordinated debt and equity in support of our clients goals.We assemble appropriate teams of professionals to perform due diligence on M&A projects and…

Recent Transactions

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  • Nov 2018 Assisted Confidential Company in securing debt financing from Confidential Company

Boost Financial Solutions

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Boost Financial Solutions is a funding intermediary to help small, medium and large businesses boost their inventory, purchase equipment, scale-up, purchase real estate, complete business projects, develop technology and for most other situations that a business will encounter.We welcome businesses that need a creative funding solution and from a range of industries.Our expertise ranges from entrepreneurship, finance, law and management consulting to support our clients in a variety of paths to their success.It is our pleasure to help you reach your investment goals! Contact us today!

Recent Transactions

This member has no reported closed transactions.

Tapestry Data, LLC

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Tapestry Data, LLC is a data, software and services corporation that quantifies human and organizational behavioral based upon digital footprints.Quantified behavior can be used to appraise the current state of an organization, detect changes and identify the underlying dynamics on how and why it spreads.Tapestry Data develops and creates emotionally intelligent technology solutions leveraging behavioral analytics. Tapestry Data’s business is to provide its clients with quantitative data about the psychological makeup and emotions of their own people, customers, competitors and the human…

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Consultants in this directory ordered?

Firms in the Specialized Finance Consultants directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Consultant profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

How important is Financial Services experience when evaluating Consultants?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 52 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all Consultants in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Specialized Finance Consultants directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Consultants with experience in Financial Services?

When comparing Consultants with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 52 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Specialized Finance Consultants?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Specialized Finance Consultants directory, you can request information here.

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